AnMik1964
60 років. Пенсіонер.
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Крипто-дайджест. 18.03.2026.
1. РИНОК
🔹 Bitcoin ~$74k - обережність перед ФРС. BTC застряг під $75k. Трейдери обережні: сьогодні є рішення FOMC. Дані Two Prime показують – після засідань ФРС ринок частіше падає, ніж зростає. "Sell the news" ризик високий.
🔹 XRP $1.50 - зона напруги. На Deribit накопичилося $14M в опціонах із забастовкою $1.40. Якщо проб'ють униз – каскад ліквідацій.
🔹 Clarity Act на підході. Сенатор Тім Скотт: переговори щодо ринкової структури просуваються, чернетка щодо стейблкоін-прибутковості — вже цього тижня.
2.РЕГУЛЯЦІЯ
🔹 SEC+CFTC: перші визначення крипто-цінних паперів. Історичний момент – спільний гайдлайн про те, що вважати security. Ринок відреагував стримано, BTC не пробив $75k.
🔹 Phantom гаманець - no-action від CFTC. Може бути некастодіальним інтерфейсом до регульованих деривативів без реєстрації брокером. Прецедент для DeFi.
🔹 Великобританія: мораторій на криптодонації політикам. Парламент хоче заборонити внески партіям у крипті — посилаються на анонімність через міксери та AI-сплітери.
🔹 В'єтнам закриває офшорні біржі. Ханой штовхає користувачів на локальні платформи.
🔹 Арізона: 20 кримінальних звинувачень проти Kalshi. Prediction market для виборів та спорту – позови за нелегальний гемблінг.
3. КРУПНЯК
🔹 Strategy купила ще ~16,800 BTC на $1.18B. Сейлор змінив модель – тепер через привілейовані акції. Дивідендні зобов'язання вже $1B.
🔹 Mastercard поглинув стейблкоїн-компанію за $1.8B. Аналітики: це пряма відповідь на перехід глобальних платіжних рейок до стейблкоїнів.
🔹 World (Altman) + Coinbase: ID для ІІ-агентів. World ID у Coinbase – доказ людяності при транзакціях AI-агентів. Оцінка ринку агентної торгівлі: $3–5 трлн до 2030 року.
4. ЦІКАВО
🔹 Lazarus (Північна Корея) зламали Bitrefill. 18,500 записів про покупки втекли. Збитки покривають із операційного капіталу.
🔹 Tally (DAO-платформа) закрилася. CEO сказав: "Gensler і Байден були кращими для крипти" - без жорсткого регулювання децентралізація стала необов'язковою.
🔹 Crypto-PAC Fairshake програв в Іллінойсі. Кандидат зазнав поразки на праймеріз. Але $221M у скарбничці на midterms 2026.
🔹 Bitcoin ~$74k - обережність перед ФРС. BTC застряг під $75k. Трейдери обережні: сьогодні є рішення FOMC. Дані Two Prime показують – після засідань ФРС ринок частіше падає, ніж зростає. "Sell the news" ризик високий.
🔹 XRP $1.50 - зона напруги. На Deribit накопичилося $14M в опціонах із забастовкою $1.40. Якщо проб'ють униз – каскад ліквідацій.
🔹 Clarity Act на підході. Сенатор Тім Скотт: переговори щодо ринкової структури просуваються, чернетка щодо стейблкоін-прибутковості — вже цього тижня.
2.РЕГУЛЯЦІЯ
🔹 SEC+CFTC: перші визначення крипто-цінних паперів. Історичний момент – спільний гайдлайн про те, що вважати security. Ринок відреагував стримано, BTC не пробив $75k.
🔹 Phantom гаманець - no-action від CFTC. Може бути некастодіальним інтерфейсом до регульованих деривативів без реєстрації брокером. Прецедент для DeFi.
🔹 Великобританія: мораторій на криптодонації політикам. Парламент хоче заборонити внески партіям у крипті — посилаються на анонімність через міксери та AI-сплітери.
🔹 В'єтнам закриває офшорні біржі. Ханой штовхає користувачів на локальні платформи.
🔹 Арізона: 20 кримінальних звинувачень проти Kalshi. Prediction market для виборів та спорту – позови за нелегальний гемблінг.
3. КРУПНЯК
🔹 Strategy купила ще ~16,800 BTC на $1.18B. Сейлор змінив модель – тепер через привілейовані акції. Дивідендні зобов'язання вже $1B.
🔹 Mastercard поглинув стейблкоїн-компанію за $1.8B. Аналітики: це пряма відповідь на перехід глобальних платіжних рейок до стейблкоїнів.
🔹 World (Altman) + Coinbase: ID для ІІ-агентів. World ID у Coinbase – доказ людяності при транзакціях AI-агентів. Оцінка ринку агентної торгівлі: $3–5 трлн до 2030 року.
4. ЦІКАВО
🔹 Lazarus (Північна Корея) зламали Bitrefill. 18,500 записів про покупки втекли. Збитки покривають із операційного капіталу.
🔹 Tally (DAO-платформа) закрилася. CEO сказав: "Gensler і Байден були кращими для крипти" - без жорсткого регулювання децентралізація стала необов'язковою.
🔹 Crypto-PAC Fairshake програв в Іллінойсі. Кандидат зазнав поразки на праймеріз. Але $221M у скарбничці на midterms 2026.
How does the new joint SEC/CFTC “interpretation” change altcoin risk?
*TLDR: This likely shifts altcoin risk from “uncertainty for everyone” to “clearer winners and clear regulatory losers,” but the exact impact depends on how broad the new definition of a security is.
*If more tokens are explicitly treated as securities, the risks of U.S. enforcement, delisting, and disclosure will increase for many altcoins.
*If some tokens are explicitly labeled as “commodities,” then risk premiums may decrease on larger, more decentralized chains compared to smaller, issuer-controlled tokens.
*The risk associated with trading venues and DeFi increases when protocols look like unregistered exchanges or derivatives platforms for tokens in scope.
*TLDR: This likely shifts altcoin risk from “uncertainty for everyone” to “clearer winners and clear regulatory losers,” but the exact impact depends on how broad the new definition of a security is.
*If more tokens are explicitly treated as securities, the risks of U.S. enforcement, delisting, and disclosure will increase for many altcoins.
*If some tokens are explicitly labeled as “commodities,” then risk premiums may decrease on larger, more decentralized chains compared to smaller, issuer-controlled tokens.
*The risk associated with trading venues and DeFi increases when protocols look like unregistered exchanges or derivatives platforms for tokens in scope.
Phantom can now offer regulated derivatives.
Phantom, one of the most popular cryptocurrency wallets in the Solana ecosystem, has just received a non-action letter from the CFTC, a regulatory move that is unprecedented for this type of product.
The letter means that Phantom can directly connect users to regulated derivatives markets within the app, without registering as a broker.
Phantom, one of the most popular cryptocurrency wallets in the Solana ecosystem, has just received a non-action letter from the CFTC, a regulatory move that is unprecedented for this type of product.
The letter means that Phantom can directly connect users to regulated derivatives markets within the app, without registering as a broker.
Aster Chain launches with built-in privacy.
Aster has launched its own blockchain, and it’s built around one idea: no one can see what you trade.
The team calls this breaking the “transparency trap” of modern DeFi, where your trades are visible to competitors from the moment they’re executed.
Aster has launched its own blockchain, and it’s built around one idea: no one can see what you trade.
The team calls this breaking the “transparency trap” of modern DeFi, where your trades are visible to competitors from the moment they’re executed.
Ripple is betting big on Brazil.
Ripple announced a major expansion of the Brazilian market, including applying for a VASP license with the central bank.
Local banks are already processing real transactions on the network.
Open interest has increased by 33% in two weeks.
$XRP .
Ripple announced a major expansion of the Brazilian market, including applying for a VASP license with the central bank.
Local banks are already processing real transactions on the network.
Open interest has increased by 33% in two weeks.
$XRP .
PYUSD just went global.
PYUSD just became available to users in 70 countries, and the implications go beyond simply owning a digital dollar.
PYUSD’s market cap grew by 600% in 2025 alone, growing from around $500 million to $3.6 billion by the end of the year.
PYUSD just became available to users in 70 countries, and the implications go beyond simply owning a digital dollar.
PYUSD’s market cap grew by 600% in 2025 alone, growing from around $500 million to $3.6 billion by the end of the year.
Gold now backs stablecoin.
Theo, a tokenization platform, closed $100 million in 24 hours to back thUSD, a stablecoin pegged to the dollar but backed by gold.
The strategy involves buying tokenized gold while simultaneously selling gold futures to hedge price swings and capture the spread.
Theo, a tokenization platform, closed $100 million in 24 hours to back thUSD, a stablecoin pegged to the dollar but backed by gold.
The strategy involves buying tokenized gold while simultaneously selling gold futures to hedge price swings and capture the spread.
March 18, 2026
*Sentiment has improved enough to get traders interested again.
The Fear and Greed Index has risen to 43, a significant step up from last week’s fear levels, while social chatter has turned somewhat optimistic with the usual mix of XRP hype, memecoin optimism, and a few dramatic balance sheet warnings.
*Trading activity has picked up rapidly, with derivatives volume up 172%, suggesting a return to conviction, or at least leverage.
*That doesn’t make this market calm. It makes it active. Fear is gone, greed hasn’t quite set in yet, and traders are already acting as if the next move is imminent.
*Sentiment has improved enough to get traders interested again.
The Fear and Greed Index has risen to 43, a significant step up from last week’s fear levels, while social chatter has turned somewhat optimistic with the usual mix of XRP hype, memecoin optimism, and a few dramatic balance sheet warnings.
*Trading activity has picked up rapidly, with derivatives volume up 172%, suggesting a return to conviction, or at least leverage.
*That doesn’t make this market calm. It makes it active. Fear is gone, greed hasn’t quite set in yet, and traders are already acting as if the next move is imminent.
Could institutional demand for ETFs create a crypto supply shock?
-TLDR: Yes, sustained demand for institutional ETFs could create a crypto supply shock, but current data suggests strong structural demand rather than a true squeeze.
*BTC and ETH spot ETFs already have about $110 billion in market cap combined, which is significant but still a minority of the $2.54 trillion crypto market cap.
*A true supply shock requires an inflow of ETFs that consistently exceeds net new supply plus the number of willing sellers, especially during events like the Bitcoin halving.
*Offsetting forces such as ETF outflows, trader selling, and derivatives hedging can delay or dampen any shock, but if they weaken, demand for the same ETF becomes much more explosive.
$BTC ,$ETH .
-TLDR: Yes, sustained demand for institutional ETFs could create a crypto supply shock, but current data suggests strong structural demand rather than a true squeeze.
*BTC and ETH spot ETFs already have about $110 billion in market cap combined, which is significant but still a minority of the $2.54 trillion crypto market cap.
*A true supply shock requires an inflow of ETFs that consistently exceeds net new supply plus the number of willing sellers, especially during events like the Bitcoin halving.
*Offsetting forces such as ETF outflows, trader selling, and derivatives hedging can delay or dampen any shock, but if they weaken, demand for the same ETF becomes much more explosive.
$BTC ,$ETH .
Bitcoin has a new type of owner.
The people who own bitcoin are changing.
Long-term holders, corporate treasuries, and ETFs are locking up supply at a rate the market has never seen before. Bernstein says this is subtly changing the entire ownership structure of bitcoin.
The people who own bitcoin are changing.
Long-term holders, corporate treasuries, and ETFs are locking up supply at a rate the market has never seen before. Bernstein says this is subtly changing the entire ownership structure of bitcoin.
Institutions are ramping up their crypto efforts.
Three weeks in a row. Over a billion dollars in inflows each time.
While traditional markets are rocked by tensions in the Middle East, institutional money is quietly moving into crypto ETPs.
Three weeks in a row. Over a billion dollars in inflows each time.
While traditional markets are rocked by tensions in the Middle East, institutional money is quietly moving into crypto ETPs.
Bitcoin just hit a two-month high.
Bitcoin hit $74,500 on Monday, its highest price since early February, and altcoins followed suit.
ETH, SOL, and ADA are up more than 7% in 24 hours. Meanwhile, stocks of Bitcoin miners switching to AI infrastructure are seeing strong gains.
$ETH , $SOL , $ADA .
Bitcoin hit $74,500 on Monday, its highest price since early February, and altcoins followed suit.
ETH, SOL, and ADA are up more than 7% in 24 hours. Meanwhile, stocks of Bitcoin miners switching to AI infrastructure are seeing strong gains.
$ETH , $SOL , $ADA .
Metaplanet has raised millions and is already looking for more.
Metaplanet just raised $255 million in one day and is already planning its next raise.
The Japanese company is aiming to reach a goal of 210,000 BTC by 2027.
It currently holds 35,102 BTC. The gap is huge.
$BTC .
Metaplanet just raised $255 million in one day and is already planning its next raise.
The Japanese company is aiming to reach a goal of 210,000 BTC by 2027.
It currently holds 35,102 BTC. The gap is huge.
$BTC .
Sailor is not slowing down.
Strategy spent another $1.57 billion on Bitcoin last week.
Total assets: 761,068 BTC. That’s over 3.5% of all Bitcoin that will ever exist, and it’s all on the balance sheet of one company.
$BTC .
Strategy spent another $1.57 billion on Bitcoin last week.
Total assets: 761,068 BTC. That’s over 3.5% of all Bitcoin that will ever exist, and it’s all on the balance sheet of one company.
$BTC .
March 17, 2026
-Institutional Money Speaks for Itself.
*The market has risen to around $2.53 trillion on fresh signs that traditional finance is increasingly leaning towards cryptocurrencies. JPMorgan announced it would accept Bitcoin and Ethereum as collateral for institutional loans, while crypto investment products saw another week of inflows of over $1 billion.
*This move is not limited to Bitcoin. Capital has begun to flow into higher-beta sectors, with AI tokens in particular. FET (+14%) and Bittensor (TAO) leading the way, while tier-one tokens also outperformed expectations as momentum spread across the market.
*For now, growth appears to be driven more by the institutional sector than retail, meaning its sustainability likely depends on whether this influx continues.
-Institutional Money Speaks for Itself.
*The market has risen to around $2.53 trillion on fresh signs that traditional finance is increasingly leaning towards cryptocurrencies. JPMorgan announced it would accept Bitcoin and Ethereum as collateral for institutional loans, while crypto investment products saw another week of inflows of over $1 billion.
*This move is not limited to Bitcoin. Capital has begun to flow into higher-beta sectors, with AI tokens in particular. FET (+14%) and Bittensor (TAO) leading the way, while tier-one tokens also outperformed expectations as momentum spread across the market.
*For now, growth appears to be driven more by the institutional sector than retail, meaning its sustainability likely depends on whether this influx continues.
What are the signs that the next crypto bull market is about to begin?
-TLDR: The next crypto bull market usually begins when a cluster of structural, liquidity, and participation signals turn positive and remain so for weeks.
*Market Structure: Bitcoin and majors are making higher highs on strong spot volume, and coverage is improving among large and mid-caps.
*Liquidity and Leverage: Total market cap, spot volume, and open interest are all rising together, but funding and liquidations remain in the “non-overheated” zone.
*Participation and Sentiment: Network activity, ETF inflows, and social sentiment are moving from subdued to cautiously optimistic, without full-blown euphoria.
-TLDR: The next crypto bull market usually begins when a cluster of structural, liquidity, and participation signals turn positive and remain so for weeks.
*Market Structure: Bitcoin and majors are making higher highs on strong spot volume, and coverage is improving among large and mid-caps.
*Liquidity and Leverage: Total market cap, spot volume, and open interest are all rising together, but funding and liquidations remain in the “non-overheated” zone.
*Participation and Sentiment: Network activity, ETF inflows, and social sentiment are moving from subdued to cautiously optimistic, without full-blown euphoria.
Bitcoin whales are hoarding again.
Two weeks ago, Bitcoin whales were selling. Now they’re back on the other side of the trade.
Wallets holding between ten and ten thousand bitcoins have just entered hoarding mode, and their combined share of the total supply has increased over the past week. Santiment calls this a positive reversal.
$BTC .
Two weeks ago, Bitcoin whales were selling. Now they’re back on the other side of the trade.
Wallets holding between ten and ten thousand bitcoins have just entered hoarding mode, and their combined share of the total supply has increased over the past week. Santiment calls this a positive reversal.
$BTC .
Alt season is not coming back.
According to the managing partner of DWF Labs, the days when every altcoin was riding a single wave of the market are over.
Over two hundred billion dollars have left the altcoin market in thirteen months. Thirty-eight percent of altcoins are near historical lows, which is worse than after FTX.
According to the managing partner of DWF Labs, the days when every altcoin was riding a single wave of the market are over.
Over two hundred billion dollars have left the altcoin market in thirteen months. Thirty-eight percent of altcoins are near historical lows, which is worse than after FTX.
Banks are losing the stablecoin war.
Banks have already built the infrastructure for stablecoins. They just can’t use it yet.
Crypto platforms don’t have this problem. They already offer returns on stablecoin balances.
Banks have already built the infrastructure for stablecoins. They just can’t use it yet.
Crypto platforms don’t have this problem. They already offer returns on stablecoin balances.
Quiet ETH sale from Ethereum Foundation.
Tom Lee’s BitMine just purchased five thousand ETH directly from the Foundation in an over-the-counter deal.
The roughly $10 million transaction is a quiet but deliberate one, marking the second time the Foundation has sold ETH to a corporate buyer in this manner.
$ETH .
Tom Lee’s BitMine just purchased five thousand ETH directly from the Foundation in an over-the-counter deal.
The roughly $10 million transaction is a quiet but deliberate one, marking the second time the Foundation has sold ETH to a corporate buyer in this manner.
$ETH .
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